Companies who have reported earnings show mostly better-than-expected results. The market is getting a boost to all-time highs. David Bianco, Deutsche Bank, provides perspective; and FMHR trader Jon Najarian and Stephanie Link debate how to play Amazon...

Jeff Bezos , CEO of Amazon, talks with Donald Graham, CEO of the Washington Post Company, as they arrive for lunch at the annual Allen and Co. conference at the Sun Valley, Idaho Resort July 10, 2013. REUTERS/Rick Wilking (UNITED STATES - Tags: BUSINESS MEDIA)